Note: Depending on your account settings, this record type may have additional custom fields or sections.
Strategies link related goals together.
Prerequisite: Funder can edit on Performance Plan Creation in the award's Performance Plan Settings.
- Open Award Management>Awards.
- Click the (View Award icon) next to a lead recipient name.
- Open the Post-Award tab>Performance>Performance Strategies.
- Click the (Create icon) in the Icon Bar.
- In the pop-up window, add a strategy Name.
- Add a Description (optional).
- Click Create.